AI note taker for financial advisers helps boost client relationships

For the first time in the UK, financial advisers have access to a tailored AI note taker for financial advisers that is built specifically for regulated advice workflows. AdvisoryAI’s AI Meeting Notes solution is the first offering in the UK market that is purpose-built and trained for financial advisory firms.

Traditionally, writing meeting notes post-meeting has been a time-consuming task. Sitting through a full recording and transcribing it into usable notes is painstakingly tedious and often takes 1–2 hours. On the other hand, writing notes during meetings increases the risk of missing important details.

AdvisoryAI was developed to solve these exact challenges. It understands financial terminology, transcribes recordings accurately, and produces AI automated meeting notes that are structured, clear, and ready for suitability or annual review workflows — all within five minutes.

Ingests data from every source

Offline sources

AdvisoryAI can accept data in almost any format. If meetings are recorded using a phone recorder, MP3 or MP4 files can be uploaded directly for transcription and meeting note generation. The platform also accepts unstructured data such as handwritten notes typed into documents, as well as pre-transcribed notes in Word or PDF formats.

Online meeting tools

AdvisoryAI integrates directly with widely used online meeting platforms including Google Meet, Zoom, and Microsoft Teams. These integrations allow recordings to flow automatically into the system, enabling seamless detection, transcription, and generation of meeting notes without manual uploads.

Why an AI note taker for financial advisers must be purpose-built

Not all note-taking tools are created equal. While many advisers experiment with generic tools, they often fall short in regulated environments. A purpose-built AI note taker for financial advisers understands advice terminology, compliance expectations, and the downstream impact of meeting notes on reports and audits.

Generic tools focus on capturing conversations. AdvisoryAI goes further by structuring meeting outputs so they are usable by paraplanners and suitable for regulated documentation. 

In practice, this means advisers spend less time clarifying notes, paraplanners receive cleaner inputs, and firms reduce the risk of omissions that can surface during compliance reviews.

Getting started with AdvisoryAI’s AI meeting notes solution for financial advisers

Getting started with AdvisoryAI takes just five clicks. Visit advisoryai.com to request a demo or start for free. The platform is intuitive and requires minimal training, allowing advisers and paraplanners to see value quickly.

Within minutes, meetings can be recorded, transcribed, and converted into structured notes that flow directly into the wider advice process.

Beyond meeting notes

AdvisoryAI supports advisers with far more than meeting documentation. Once meeting notes are generated, the platform can be used to create a wide range of advice-related documents, including:

• Suitability letters

• Annual review letters

• Provider information summaries

• Pre-meeting preparation documents

• Follow-up email summaries

When you start for free, you can generate up to three documents at no cost. This allows firms to experience how meeting notes connect directly into report writing and advice delivery.

Sounds good? Now see it in action

Watch how Evie captures meetings, generates structured notes, and feeds clean data into the wider advice workflow in this short overview:

Choosing the best AI meeting note taker

For advisers operating under FCA scrutiny, the best AI meeting note taker is one that understands regulation, integrates with advice workflows, and reduces administrative burden without compromising quality. AdvisoryAI’s AI Meeting Notes solution delivers exactly that.

By cutting hours of manual work, improving accuracy, and strengthening adviser–paraplanner collaboration, AdvisoryAI helps firms move faster while staying confident about compliance.

Book a demo to see how AdvisoryAI transforms meeting notes into meaningful, compliant advice documentation.